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市场调查报告书
商品编码
1431453

钽电容器:市场占有率分析、产业趋势/统计、成长预测(2024-2029)

Tantalum Capacitors - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2024 - 2029)

出版日期: | 出版商: Mordor Intelligence | 英文 120 Pages | 商品交期: 2-3个工作天内

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简介目录

预计2024年全球钽电容器市场规模将达38.1亿美元,2024-2029年预测期间复合年增长率为4.30%,2029年将达46.9亿美元。

钽电容器市场

主要亮点

  • 钽电容器包含充当电介质的导电阴极,并围绕着充当钽金属阳极的氧化层。透过使用钽,介电层可以做得非常薄。与其他几种类型的电容器相比,单位体积的电容值较高,频率响应优异,并且随时间的推移具有稳定性。
  • 然而,使用此类钽电容器的缺点是不良故障模式,可能导致热失控、火灾和小爆炸。然而,外部故障安全设备(例如热熔断器和限流器)可以防止这种情况发生。科技的进步使得这些钽电容器被用于笔记型电脑、汽车、行动电话等的各种电路中,最常见的是表面黏着型元件的形式。这些表面黏着技术钽电容器也需要印刷基板的空间更小,并允许更高的封装密度。
  • 这些钽电容器现在还提供军用规格版本,可提供更严格的公差和更全面的动作温度范围。钽电容器在军事应用中被广泛用作电解电容器的替代品,因为它们不易干燥,并且即使长期使用后其电容量也不易变化。由于铝电解质的高稳定性,医疗电子产品也依赖铝电解质。此外,音讯放大器有时会使用这些钽电容器,其中稳定性是一个重要因素。
  • 同样,在恶劣环境下对钽电容器的需求预计将增加供应商公司的议价能力,因为将会有更多的产品创新。例如,2022年5月,Exxelia宣布推出可靠度等级为R的MIL-PRF-39006/25和MIL-PRF-39006/22钽电容器。该电容器符合美国国防部製定的标准,设计用于在 -55 至 +125 C 的恶劣环境条件下运作。
  • 此外,Vishay 还于 2022 年 5 月推出了适用于军事和航空电子应用的单位电压额定功率电容最高的湿钽电容器。电容器作为 B 和 C 外壳代码的选项提供,基于 SuperTan 技术,C 外壳代码的电容为 3,600F 至 72,000F,B 外壳代码的电容为 2,700F 至 48,000F。因此,此类创新正在推动钽电容器在军事领域的日益普及。
  • 此外,随着5G的快速发展,对钽电容器的需求也增加。以湿钽电容器取代固体电容器可能会在短期内带来机会。在军事应用中,它是铝电解质的流行替代品,因为它不易干燥,其电容不会随时间变化。
  • 另一方面,钽电容器的缺点是成本比电解电容器高成本,由于其固有的极化而容易受到反向电压的影响,并且由于暂态电压、突波、峰值和脉衝电流而可能发生故障。存在以下几个问题作为:电流突波和漏电流也会对固体钽电解电容器产生不利影响。但钽电解电容器的介电层极薄,介电常数高,因此具有单位体积电容高、重量轻等优点。
  • 正如各种报告中所提到的,钽电容器有多种与 COVID-19 相关的应用。例如,《Medical Design Briefs》中的一份报告提到了钽电容器在医疗设备中的使用,这对 COVID-19 患者的生命维持监测至关重要。 TTI 的另一份报告表明,钽电容器可在许多应用中取代积层陶瓷电容(MLCC),后者因 COVID-19 大流行而面临供应链中断和沉降物。在大流行后的情况下,随着情况恢復正常,钽电容器的使用量增加。

钽电容器市场趋势

家电领域可望带动市场成长

  • 钽电容器是许多电子设备的重要组件,包括智慧型手机、笔记型电脑和平板设备等家用电子电器产品。这些电容器的单位体积电容较高,可实现更小、更有效率的设备。然而,钽电容器比同类电解电容器更可靠,必须小心处理,因为它们本质上是极化的。
  • 钽电容器通常用于各种家用电子电器,包括智慧型手机。这些电容器通常用作连接到智慧型手机的 GSM放大器(PA) 电源线的电容器。钽电容器的小尺寸使其适合用于智慧型手机等小尺寸应用。爱立信预计,2022年全球智慧型手机用户数预计将超过66亿,2028年将达78亿。智慧型手机行动网路订阅数量最多的国家是中国、印度和美国。智慧型手机的显着成长可能会推动市场发展。
  • 钽电容器也用于笔记型电脑和其他电子设备。例如,研究表明笔记型电脑中的电源滤波器,尤其是主机板中的每个电源滤波器含有约 1 克钽。这是因为钽电容器比 MLCC 电容器提供更高的电容值,并且不会表现出颤噪效应,这使得它们成为扁平或紧凑设计设备的有吸引力的选择。
  • 根据中国国家统计局的数据,2022年4月中国完成电脑约3,266万台。此外,根据电子和资讯技术部的数据,2021 财年印度电脑硬体产值为 2,200 亿印度卢比(26.4 亿美元)。国产电脑配件的价值正在稳定成长。电脑生产方面的巨额支出可能会为钽电容器製造商扩大产品系列创造机会。
  • 此外,电视使用电容器有多种用途。用作电路之间的耦合器、定时元件和电子滤波器。大多数电视都有一个电源,可以将家用插座的 110 伏特交流电转换为低压直流电。电源电路使用大型钽电容器作为电子消音器,以消除电杂讯。由于钽电容器具有电荷,因此它们起到阻尼器的作用,大大减慢了杂讯电流的快速移动。

预计北美将占据主要市场占有率

  • 北美地区是全球最大的电容器消费国之一。汽车和电子产业预计将成为美国等国家电器的重要消费者。美国是世界上最大的汽车市场之一,拥有超过13家主要汽车製造商。
  • 最近,美国最大的两个汽车产业组织——全球汽车製造商和汽车製造商联盟——合併成立了一个新的联盟,称为汽车创新联盟。随着汽车产业动态的变化,汽车製造商正在转向电动车,以满足下一代消费者的需求。加州在电动车销售方面主导美国市场。该州的零排放汽车(ZEV)计划要求该州的汽车製造商销售一定比例的电动车,从而促进了对电动车的需求。
  • 根据美国能源资讯署 (EIA) 的数据,到 2023 年第二季度,混合动力汽车、插电式混合动力汽车和纯电动车将总合占美国轻型车销量的 16%。此外,根据加拿大统计局的数据,ZEV 约占加拿大註册新车的 10%。 2023 年第二季度,ZEV市场占有率创下 10.5% 的历史新高,较 9.2% 大幅成长。此外,加拿大轻型工业车辆(车辆重量8,500磅以下)总量大幅增加34.3%。电动车销量的成长可能为研究市场创造利润丰厚的机会。
  • 钽电容器因其即使在恶劣环境下也具有可靠性和性能而经常用于军用电子产品。钽电容器可以承受高温和振动,使其成为军事和航太应用的理想选择。国防联邦采购法规补充(DFARS)要求国防系统中使用的钽电容器不包含来自某些国家的材料,以确保供应链安全。
  • 国防预算的增加可能会推动所研究市场的需求。据美国预算办公室称,美国国防支出预计将逐年增加,直至 2033 年。 2023年美国国防开支预计将达7,460亿美元。根据同一预测,到 2033 年,国防支出预计将增加至 1.1 兆美元。如此巨额的国防支出很可能使参与者能够开发出满足广泛客户需求的新产品。

钽电容器产业概况

全球市场的领导供应商正在将钽电容器市场变成半固体。主要企业参与收购和合作等各种策略,以提高市场占有率并提高市场盈利。该市场的主要企业包括 Vishay Intertechnology, Inc.、KEMET Corporation、TE Con​​nectivity、AVX Corporation 和 ROHM。

  • 2023 年 10 月 Vishay Intertechnology, Inc. 宣布推出采用气密玻璃金属密封的新型湿式钽电容器系列。这些 STH电解电容器专为航空电子和航太应用而设计,具有 Vishay SuperTan 扩展系列装置的所有优点。它还具有更高的可靠性设计,具有增强的军用 H 级衝击 (500g) 和振动能力,以及增强的热衝击高达 300 次循环。
  • 2023 年 10 月 KYOCERA AVX 宣布为印度太空研究组织 (ISRO) 历史性的月球探勘任务「Chandrayaan-3」做出贡献。该公司为 Pragyaan 月球探勘提供各种重要零件,包括专门设计的多层 TCH 系列表面黏着技术钽聚合物电容器,符合 ISRO 规范。此外,Kyocera AVX也设计了微型CWR15 MIL-PRF-55365/12钽片电容器和高电容、低ESR TES系列ESCC QPL钽片电容器,用于小型化军用和航太电路。

其他福利:

  • Excel 格式的市场预测 (ME) 表
  • 3 个月分析师支持

目录

第一章简介

  • 研究假设和市场定义
  • 调查范围

第二章调查方法

第三章执行摘要

第四章市场洞察

  • 市场概况
  • 产业吸引力-波特五力分析
    • 供应商的议价能力
    • 买方议价能力
    • 新进入者的威胁
    • 替代品的威胁
    • 竞争公司之间的敌对关係
  • 价值链分析
  • COVID-19 市场影响评估

第五章市场动态

  • 市场驱动因素
    • 设备小型化日益受到关注
    • 汽车电子设备的兴起
  • 市场限制
    • 钽矿石价格波动

第六章市场区隔

  • 按用途
    • 医疗设备
    • 家用电器
    • 工业的
    • 其他用途
  • 按地区
    • 美洲
    • 欧洲、中东/非洲
    • 亚太地区(不包括日本和韩国)
    • 日本韩国

第七章 竞争形势

  • 公司简介
    • Vishay Intertechnology, Inc.
    • KEMET Corporation
    • TE Connectivity
    • AVX Corporation
    • ROHM Co., Ltd.
    • Samsung Electro-Mechanics
    • Vicor Corporation
    • Abracon
    • Panasonic Corporation
    • NTE Electronics Inc.

第八章投资分析

第九章 市场未来展望

简介目录
Product Code: 5000033

The Tantalum Capacitors Market size is estimated at USD 3.81 billion in 2024, and is expected to reach USD 4.69 billion by 2029, growing at a CAGR of 4.30% during the forecast period (2024-2029).

Tantalum Capacitors - Market

Key Highlights

  • Tantalum capacitors include a conductive cathode surrounding a layer of oxide that serves as a dielectric and acts as an anode for the tantalum metal. The use of tantalum enables a very thin dielectric layer. This results in a higher capacitance value per volume, superior frequency characteristics compared to multiple other types of capacitors, and excellent stability over time.
  • However, the downside of using these tantalum capacitors is their unfavorable failure mode, which may lead to thermal runaway, fires, and small explosions. However, external failsafe devices like thermal fuses or current limiters can prevent this from happening. Technological advancements have enabled these tantalum capacitors to be used in various circuits found in laptops, automobiles, and cell phones, among others, most often in the form of surface-mounted devices. These surface-mount tantalum capacitors also require less space on the PCBs and allow for greater packing densities.
  • These tantalum capacitors have also been made available in military-specified versions that offer tighter tolerances and a more comprehensive operating temperature range. These have become a popular replacement for aluminum electrolytics in military applications as they do not tend to dry out and change capacitance over a period of time. Medical electronic technologies also rely on these owing to their higher stability. Also, audio amplifiers sometimes use these tantalum capacitors where stability is a critical factor.
  • Similarly, the demand for tantalum capacitors in harsh environments is expected to increase the bargaining power of the suppliers as there are more product innovations. For instance, in May 2022, Exxelia announced the launch of MIL-PRF-39006/25 and MIL-PRF-39006/22 tantalum capacitors with support for reliability level R. The capacitors meet standards set by the US Department of Defense and are designed to operate in the harshest environmental conditions, with temperatures ranging from -55°C to +125°C.
  • Additionally, in May 2022, Vishay also introduced wet tantalum capacitors with the highest capacitance per voltage rating for military and avionics applications. The capacitors are made available as an option in the B and C case codes and are built on SuperTan technology to feature a capacitance from 3,600 F to 72,000 F in the C case code and 2,700 F to 48,000 F in the B case code. Therefore, such innovations are driving adoption growth for tantalum capacitors in military sectors.
  • Moreover, as 5G is rapidly growing, the need for tantalum capacitor increases. The replacement of solid capacitors with wet tantalum capacitors is likely to present an opportunity soon. In military applications, they are a popular replacement for aluminum electrolytes as they do not tend to dry out and change capacitance over time.
  • On the other side, tantalum capacitors have several challenges, including their high cost compared to aluminum electrolytic capacitors, being inherently polarized and vulnerable to reverse voltage, and the potential for failure due to transient voltage, surge, peak, or pulse currents. Current surges or leakage current can also harm solid tantalum electrolytic capacitors. However, tantalum capacitors also offer advantages such as high capacitance per volume and lower weight due to their very thin and high permittivity dielectric layer.
  • There were several COVID-19-related applications of tantalum capacitors, as mentioned in various reports. For example, a report by Medical Design Briefs mentioned using tantalum capacitors in medical devices that were essential for the life support monitoring of COVID-19 patients. Another report by TTI, Inc. suggested that in many applications, tantalum capacitors could be used instead of multilayer ceramic capacitors (MLCCs), which faced supply chain disruptions and fallout due to the COVID-19 pandemic. In the post-pandemic scenario, there was an increase in the use of tantalum capacitors as the situation became more normalized.

Tantalum Capacitors Market Trends

Consumer Electronics Segment is Expected to Drive the Market's Growth

  • Tantalum capacitors are essential components in many electronic devices, including consumer electronics such as smartphones, laptops, and tablets. These capacitors offer high capacitance per volume, allowing for smaller, more efficient devices. However, tantalum capacitors are considerably more reliable than comparable aluminum electrolytic capacitors and must be carefully handled as they are inherently polarized.
  • Tantalum capacitors are commonly used in various consumer electronic devices, including smartphones. These capacitors are often used as the capacitor connected to the power line of the Power Amplifier (PA) for GSM on smartphones. Tantalum capacitors are small in size, making them suitable for use in small-footprint applications like smartphones. According to Ericsson, the global number of smartphone subscriptions reached over 6.6 billion in 2022 and is expected to hit 7.8 billion by 2028. The countries with the most smartphone mobile network subscriptions are China, India, and the United States. Such a huge rise in smartphones would drive the market.
  • Tantalum capacitors are also used in laptops and other electronic devices. For example, researchers demonstrated that about 1 gram of tantalum is used per unit in laptops, specifically in motherboard power supply filters. This is because tantalum capacitors offer higher capacitance values than MLCC capacitors and display no microphonic effect, making them an attractive option for devices with flat or compact designs.
  • According to the National Bureau of Statistics of China, China produced around 32.66 million units completed computers in April 2022. Further, according to the Ministry of Electronics and Information Technology, the value of computer hardware output in India was INR 220 billion (USD 2.64 billion), in the fiscal year 2021. The value of computer accessories produced in the country has been steadily increasing. Such huge spending on computer production would create an opportunity for the tantalum capacitors manufacturers to expand their product portfolio.
  • Furthermore, a television uses capacitors for multiple purposes. They are used as couplers between circuits, timing components, and electronic filters. Most televisions have a power supply converting the 110-volt alternating current from a household outlet to a low-voltage direct current. Power supply circuits utilize large tantalum capacitors as a form of electronic muffler that removes electrical noise. As tantalum capacitors hold electric charge, they act as dampers, which significantly slows down sudden movements of current, including noise.

North America is Expected to Hold a Major Market Share

  • The North American region is one of the largest consumers of capacitors in the world. The automotive and electronics sectors are anticipated to be significant consumers of capacitors in countries such as the United States. The U.S. is one of the largest automotive markets in the world and is home to more than 13 major automakers.
  • Recently, the two largest automotive industry trade associations in the United States, Global Automakers and the Alliance of Automobile Manufacturers, merged to form a new alliance known as the Alliance for Automotive Innovation, which is expected to help introduce innovations in the automotive industry. With changing dynamics in the sector, automotive manufacturers are moving towards electric vehicles to meet the needs of next-generation consumers. California dominates the United States market in terms of sales of EVs. Its Zero Emission Vehicle (ZEV) program is driving demand for EVs by requiring automakers in the state to sell a certain percentage of electric cars.
  • According to the US Energy Information Administration (EIA), hybrid, plug-in hybrid, and battery EVs collectively represented 16% of US light-duty vehicle sales in the second quarter of 2023. Additionally, According to Statistics Canada, ZEVs make up approximately 10% of the new vehicles registered in Canada. The market share of ZEVs reached a new high of 10.5% in Q2 2023, showing a significant increase from 9.2%. Furthermore, the total volume of light industry vehicles (with a gross vehicle weight of 8500 lbs or less) in Canada saw a notable growth of 34.3%. Such a rise in EV sales would create lucrative opportunities for the studied market.
  • Tantalum capacitors are commonly used in defense electronics due to their high reliability and performance in harsh environments. Tantalum capacitors can withstand high temperatures and vibrations, making them ideal for use in military and aerospace applications. The Defense Federal Acquisition Regulation Supplement (DFARS) requires that tantalum capacitors used in defense systems not contain materials sourced from certain countries to ensure supply chain security.
  • The rise in the defense budget would drive demand for the studied market. According to the US Congressional Budget Office, defense spending in the United States is expected to rise annually until 2033. Defense spending in the United States is expected to reach USD 746 billion in 2023. Defense spending is expected to rise to USD 1.1 trillion by 2033, according to the prediction. Such huge spending in defense would allow the players to develop new products to cater to a wide range of customer needs.

Tantalum Capacitors Industry Overview

The tantalum capacitors market is semi-consolidated due to large vendors in the global market. The key players are involved in various strategies, such as acquisitions and partnerships, to improve their market share and enhance their profitability in the market. The key players in the market include Vishay Intertechnology, Inc., KEMET Corporation, TE Connectivity, AVX Corporation, ROHM Co., Ltd., and many others.

  • October 2023: Vishay Intertechnology, Inc. announced the release of a new series of wet tantalum capacitors with hermetic glass-to-metal seals. These STH electrolytic capacitors are specifically designed for avionics and aerospace applications and offer all the benefits of Vishay's SuperTan extended series devices. They also feature a higher reliability design, enhancing military H-level shock (500 g) and vibration capabilities and increased thermal shock up to 300 cycles.
  • October 2023: KYOCERA AVX announced its contribution to the Indian Space Research Organization's (ISRO's) historic Chandrayaan-3 lunar mission. The company provided various essential components for the Pragyaan lunar rover, including specially designed stacked TCH Series surface-mount tantalum polymer capacitors that meet ISRO specifications. Additionally, KYOCERA AVX engineered miniature CWR15 MIL-PRF-55365/12 tantalum chip capacitors to downsize military and aerospace circuits, along with high-capacitance and low-ESR TES Series ESCC QPL tantalum chip capacitors.

Additional Benefits:

  • The market estimate (ME) sheet in Excel format
  • 3 months of analyst support

TABLE OF CONTENTS

1 INTRODUCTION

  • 1.1 Study Assumptions and Market Definition
  • 1.2 Scope of the Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET INSIGHTS

  • 4.1 Market Overview
  • 4.2 Industry Attractiveness - Porter's Five Forces Analysis
    • 4.2.1 Bargaining Power of Suppliers
    • 4.2.2 Bargaining Power of Buyers
    • 4.2.3 Threat of New Entrants
    • 4.2.4 Threat of Substitutes
    • 4.2.5 Intensity of Competitive Rivalry
  • 4.3 Value Chain Analysis
  • 4.4 Assessment of Impact of COVID-19 on the Market

5 MARKET DYNAMICS

  • 5.1 Market Drivers
    • 5.1.1 Growing Focus on Miniaturization of Devices
    • 5.1.2 Rising in-vehicle Electronics
  • 5.2 Market Restrains
    • 5.2.1 Fluctuations in the Price of Tantalum ore

6 MARKET SEGMENTATION

  • 6.1 By Application
    • 6.1.1 Medical Devices
    • 6.1.2 Consumer Electronics
    • 6.1.3 Automotive
    • 6.1.4 Industrial
    • 6.1.5 Other Applications
  • 6.2 By Geography
    • 6.2.1 Americas
    • 6.2.2 Europe, Middle East & Africa
    • 6.2.3 Asia-Pacific (Excl. Japan and Korea)
    • 6.2.4 Japan and Korea

7 COMPETITIVE LANDSCAPE

  • 7.1 Company Profiles
    • 7.1.1 Vishay Intertechnology, Inc.
    • 7.1.2 KEMET Corporation
    • 7.1.3 TE Connectivity
    • 7.1.4 AVX Corporation
    • 7.1.5 ROHM Co., Ltd.
    • 7.1.6 Samsung Electro-Mechanics
    • 7.1.7 Vicor Corporation
    • 7.1.8 Abracon
    • 7.1.9 Panasonic Corporation
    • 7.1.10 NTE Electronics Inc.

8 INVESTMENT ANALYSIS

9 FUTURE OUTLOOK OF THE MARKET